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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,496 | $109,904-1.3% | $97,167+11.7% | $145,959-25.7% |
| Participation rate | 90.9% | 75.9%+15.0pp | 72.7%+18.2pp | 80.3%+10.6pp |
| Annual return | 12.27% | 243.43%-231.2pp | 75.27%-63.0pp | 561.95%-549.7pp |
| Employer contribution / active EE | $8,095 | $3,084+162.4% | $2,729+196.6% | $4,661+73.7% |
| Participant deferral / active EE | $8,686 | $4,676+85.8% | $4,264+103.7% | $6,689+29.9% |
| Admin fee / account holder | $12,006 | $6,216+93.2% | $5,650+112.5% | $13,398-10.4% |